About Us

We strive to a holistic financial planning process where a client can get piece of mind

Providing Financial Services for Over 15 years

Since 2005 we have provided financial peace of mind to people and businesses. We are independent financial advisors. We don’t sell products we sell solutions.

Our Vision

We strive to deliver exceptional service wherever we do business, through satisfying the needs of individuals as well as organisations with professional advice and quality products.

We work together as a team to ensure clients get the best advice and service possible. We mostly work on word of mouth, so quality service and advice is the only solution

Our Team of Experts

Gawie Coetsee

Gawie Coetsee is the principle and accountable member. He has been in the industry since 2000.
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He started as a financial advisor, employed by Sanlam. He was then employed as an advisor in a Liberty Life franchise before he started as an independent financial advisor. Gawie completed his post graduate financial planning diploma in 2012 and completed an advanced diploma in estate and trust administration, both at UFS.

Franco Coetsee

Franco Coetsee completed his Bcom investment management at Stellenbosch university.
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He then joined a Liberty Life Franchise. In late 2019 he joined Risiko en Beleggings Spesialiste and committing fully in the family brokerage.

Nadea van Zyl

Nadea van Zyl is the admin manager that handles all the client’s querries and assist with medical and gap cover claims.
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She handles all the servicing requests from clients. She has been with the brokerage since 2009

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